Mr. Wai passed away (2024/7/25)

Hello everyone~

Well, today's drop is painful. Coupled with the appreciation of the yen, there were several stocks that reached the loss cut line. I'd like to keep up my cash for a while.

Well, my current holdings look like this.

I left NTT, which had not declined in particular, and unexpectedly sold all of these 3 stocks, which I felt had future potential. So let's take a look at them one by one.

First, Tesla. it's falling insanely, isn't it? I wonder if the Great Depression also happened. They said they would buy it when it reached 215 dollars yesterday, but I never thought it would drop this far today, so I forgot to place an order and overbought it. However, I think the decline will probably continue until around mid-September, so I would like to make a purchase while watching the situation.

The number of benefits has declined, but I think it's a short-term thing, so I will continue to hold it.

We believe that the value of defense stocks, starting with Mitsubishi Heavy Industries, will increase further in the future, so we will continue to hold them.

I wonder if it's like this today~

Well then, see you tomorrow~